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Estate Plan

 

Creating An Estate Plan – What Your Family, Attorney, and Executor Will Need to Know

 

You’ve considered your family and loved ones by drafting a Will and creating an Estate Plan, so make sure they’ll be able to take advantage of all your careful planning! Do they know that you have a Will, and where to find it? Do they have your account numbers and contact information for your lawyers and other key financial advisors?

Here are the key pieces of information that your family, executor, and loved ones will need to know once you’re gone:  Creating An Estate Plan

We also strongly recommend the SmartWills Resource Kit as it is 100 pages of key information that your family may need access to.
Ministry of the Attorney General Information on Estates, Wills and Trusts

Want more information?

Are you interested in a consultation with Peter R. Welsh?
Contact me at Peter@SmartWills.ca
By telephone 416-526-3121
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This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions.

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